See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,508 | $127,777-90.2% | $106,548-88.3% | $167,490-92.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 5.48% | 33.87%-28.4pp | 26.80%-21.3pp | 478.56%-473.1pp |
| Employer contribution / active EE | $2,271 | $3,427-33.7% | $2,819-19.4% | $4,837-53.1% |
| Participant deferral / active EE | $4,030 | $5,087-20.8% | $4,398-8.4% | $6,341-36.5% |
| Admin fee / account holder | $416 | $11,228-96.3% | $7,407-94.4% | $12,309-96.6% |